This is a very well-established and growing full-service CPA firm. Client engagements include compilations, reviews and audits, business and personal tax and advisory, estates and trusts, minimal bookkeeping, and a dedicated software support arm. The loyal and longstanding client base is industry diverse, and demographically ideal. An exceptional reputation for quality work and personable relationships creates steady referrals. Office processes are modern and efficient. Employees are highly capable, very dedicated, and able to perform delegated work with very little supervision. Owner hours are very low allowing the buyer to maintain a favourable work/life balance or increase profit with more billable hours. Billings are time-based. The firm has an excellent overall approach to operations and relationships, all of which helps generate a solid reputation and steady growth.
This firm has an exceptional client base with a desirable industry mix including investment, construction, professional, services, real estate, healthcare, manufacturing, retail, etc. The owner and staff have an excellent record of attracting and retaining clients through solid work and a genuine interest in building lasting client relationships. Tax planning approach is client-specific, ensuring the best balance for each client scenario.
Overall staff roster Is very experienced and long-standing. Employees are highly capable, able to independently manage their tasks, responsibilities, and build proven relationships with clients. Well defined processes allow employees to focus on performance and achieve results. The team Is a very valuable component of the firm; a buyer looking for strength in a team will definitely want to consider this opportunity.
Location is ideal being surrounded by one of Canada’s most industry-diverse economic markets, and livable regions.